This article contains the following topics:
Assigning a contact
- From the Contacts tab, click the
for the contact you want to make changes to. - Do one of the following:
- Click Change Secondary Assignments and go to step 3; or
- Click Edit Contact and go to step 4.
- If you selected Change Secondary Assignments, the Change Assigned User window opens.
- Select an option from the Select a Company menu to assign the contact to a different company > select an option from the Select an Assigned User menu to assign the contact to a different user in the CRM > click Update.
- Select an option from the Select a Company menu to assign the contact to a different company > select an option from the Select an Assigned User menu to assign the contact to a different user in the CRM > click Update.
- If you chose Edit Contact, the Add a Contact window opens.
- Select an option from the Select a Company menu to assign the contact to a different company > select a different option from the Select an Assigned User menu to assign the contact to a different user in the CRM > click Save.
- Select an option from the Select a Company menu to assign the contact to a different company > select a different option from the Select an Assigned User menu to assign the contact to a different user in the CRM > click Save.
Making a contact public or private
Contact files are private by default.
IMPORTANT
This means that only the Assigned User (and anyone with Shared User Data access to the Assigned User's contacts) has access to the contact.
- To change the contact's public or private status, go to the Client Dashboard and edit the contact by following the steps in Assigning a contact.
- Do one of the following:
- Select the Public checkbox to make the contact public.
NOTE
Public contacts are viewable by all Users regardless of the contact's assignments. - Clear the Public checkbox to make the contact private.
- Select the Public checkbox to make the contact public.
- Click Save when finished.
Assigning contacts & shared user data
Assigning contacts essentially grants access to a client's data file to a specific user in the CRM. The shared user data settings determine if other users can also have access.
Shared user data allows a user to view a contact's data that was assigned to or created by the selected users.
NOTE
Only users with Super Admin Settings privileges can be control these settings.
See more on this topic in our Support Center article located here. (Opens in New Window)
FAQs
Can I reassign all the leads from one user to another?
Yes, please visit our article on using the Mass Edit tool to reassign contacts. Click Here